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Position Details:

Position

Operations Analyst @ Acuwealth Advisors

Company Name

Acuwealth Advisors

Location

Chennai, India

Job Type

Operations Analyst

Job Description

Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain. Please refer to the job descriptions for your reference.

Company Profile: Acuwealth Advisors is a trend setting comprehensive financial & investment solutions provider in the Indian financial services space.
Started by top notch finance professionals with more than 40+ years of cumulative industry experience, Acuwealth brings a fresh perspective to personal finance through our advisory service “Acuwealth Wealth Management Solutions”. Our office is in Valasaravakkam, Chennai.

Job Profile & Responsibilities : Acuwealth is looking for an energetic individual to provide operational support to ensure that we provide quality service to our customers.

The Operations Analyst will work directly with the founders to understand the customer needs, obtain relevant information with the end customers as well as to interact with different financial services providers (FSP) like mutual funds and insurance companies.

The key responsibilities include the following :

Support for maintaining information about the various financial services products and relevant customer information

Fill out relevant information for various product applications prior to submission to the FSP (this will include visits to client premises in Chennai)

Liaison with the FSP to ensure that the applications are submitted on time (this will include outdoor visits to the FSP offices in Chennai)